See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS5+ years Filed as: SEI Service code 27 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Advisory (Plan) | $13,926 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,084 | $58,655-70.9% | $91,989-81.4% | $65,185-73.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 18.09% | 33.92%-15.8pp | 69.02%-50.9pp | 29.38%-11.3pp |
| Employer contribution / active EE | $2,609 | $2,080+25.4% | $3,452-24.4% | $2,177+19.9% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,923-100.0% | $3,514-100.0% |
| Admin fee / account holder | $92 | $434-78.8% | $7,743-98.8% | $847-89.1% |